Executor Play Calling 101

Stephen Gilley, Lincoln Financial Advisors, gave us great information to consider when doing our estate planning. One of the key features is to start putting together an I Love You book. The book contains specific, important information that any executor, heir, and/or trustee needs to have available to make the transition as painless as possible. The book includes information such as key contacts, accounts (bank and investment), and certain legal documents.

You can view and example Table of Contents here.